Prepared Retirement Institute LLC (CIK: 0002056037) is a financial institution headquartered at 105 Montgomery Ave., Suite 1053, Lansdale, Pennsylvania 19446. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $234.91 M, comprising 94 distinct securities. Over its filing history, it has submitted 12 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 61.3%. ▲ 17 new, +77 added, −0 reduced, ×2 exited.

Top Buys

Q2 2026

1. VIG Vanguard Dividend Appreciation Etf

+$28.31 M

2. SCHD Schwab Us Dividend Equity Etf

+$18.05 M

3. FELG Fidelity Enhanced Large Cap Growth Etf

+$16.81 M

4. VTI Vanguard Total Stock Market Etf

+$16.64 M

5. IHDG Wisdomtree International Hed

+$13.78 M

Top Sells

Q2 2026

1. LDOS Leidos Holdings

−$280

2. VZ Verizon Communications

−$233

Stocks/ETFs

+116472.99%

$234.91 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Vanguard Dividend Appreciation Etf ETF-VIG	119,642	$28.31 M	12.05%	▲ 119,642	Add 100.0%
Schwab Us Dividend Equity Etf ETF-SCHD	569,163	$18.05 M	7.68%	▲ 569,163	Add 100.0%
Fidelity Enhanced Large Cap Growth Etf ETF-FELG	384,328	$16.81 M	7.16%	▲ 384,328	Add 100.0%
Vanguard Total Stock Market Etf ETF-VTI	44,970	$16.64 M	7.08%	▲ 44,970	Add 100.0%
Wisdomtree International Hed ETF-IHDG	263,132	$13.78 M	5.87%	▲ 263,132	Add 100.0%
Ishares Cmbs Etf ETF-CMBS	261,927	$12.74 M	5.42%	▲ 261,927	Add 100.0%
Spdr Portfolio S&P 500 Growth Etf ETF-SPYG	88,035	$10.48 M	4.46%	▲ 88,035	Add 100.0%
Vanguard Intermediate-Term Corporate Bond Etf ETF-VCIT	123,736	$10.23 M	4.35%	▲ 123,736	Add 100.0%
Vanguard Total Bond Market Etf ETF-BND	117,220	$8.61 M	3.66%	▲ 117,220	Add 100.0%
Franklin International Core ETF-DIVI	196,385	$8.39 M	3.57%	▲ 196,385	Add 100.0%

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Prepared Retirement Institute LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Prepared Retirement Institute LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 11 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Prepared Retirement Institute LLC Quarterly 13F Statistics

Discover detailed insights into Prepared Retirement Institute LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Prepared Retirement Institute LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Prepared Retirement Institute LLC.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Prepared Retirement Institute LLC 13F Filings, Portfolio & Analysis

Prepared Retirement Institute LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q2 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Historical Portfolio Charts

Prepared Retirement Institute LLC's Portfolio

Prepared Retirement Institute LLC Quarterly 13F Statistics

Prepared Retirement Institute LLC's All 13F Filings

Insider Trading Activity (SEC Form 4)